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CRM Online Calculations

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Posted on by SignInNameNotAvailable

I have an aold CRM system we are upgrading to CRM Online.

There are a number of calculations carried out by Javascript in the system which we are hoping to replace with Business Rules or Calculated fields. We are finding this difficult to do due to the complexity of the Javascript.

I have copied in a snippet of the Javascript, would anyone know if it's possible to do this another way other than through Javascript?

If (estimate >= appsEst) {
if (type == "A" && estimate != null && appsEst != null && income != null) {
if (income <= 37500) {
grantAmt = appsEstimate * 1.00;
grantField.setValue(grantAmt > 40000 ? 40000 : grantAmt);
Per.setValue("1.00");
}
else if (income <= 43750) {
grantAmt = appsEstimate * 0.85;
grantField.setValue(grantAmt > 34000 ? 34000 : grantAmt);
Per.setValue("0.85");
}
else if (income <= 50000) {
grantAmt = appsEstimate * 0.75;
grantField.setValue(grantAmt > 30000 ? 30000 : grantAmt);
Per.setValue("0.75");
}
}

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Microsoft Dynamics CRM

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Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at

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Yes, you can replace this JavaScript logic with a combination of Business Rules and Calculated Fields in Dynamics 365 CRM Online.

Solution Breakdown:
1. Business Rules – Handle conditional logic (`if-else` checks).
2. Calculated Fields – Perform calculations (`grantAmt = appsEst * multiplier`).
3. Workflows/Plugins – For complex validations (e.g., `grantAmt > cap ? cap : grantAmt`).

Steps to Implement:
1. Create a Calculated Field for `grantAmt` (if formula logic is straightforward).
2. Use Business Rules to:
   - Check `type == "A"`, `estimate != null`, etc.
   - Set `Per` values (`1.00`, `0.85`, etc.) based on `income`.
3. For capping logic (`> 40000 ? 40000 : grantAmt`):
   - Use a real-time workflow or Power Automate flow to enforce limits.

Recommendation:
- Use Business Rules for most conditions.
- Fall back to a Plugin if logic is too complex for no-code solutions.

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SignInNameNotAvailable 16 on at

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Hi Muhammed,

Thanks for the reply but not really sure I follow.

What can I use for Less Than "<" or Greater Than ">" as there does not seem to be any operator for these in either business rules or calculated fields.

Thanks.

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